Update Accounting Codes

Table of contents

The Update Accounting Codes mass action allows you to mass update accounting codes on transaction objects, such as invoice items. This reference describes the columns supported in the upload file and the columns added to the response file. See Mass Updater for more information.

When you have updated the accounting code of the following object types using the Update Accounting Codes mass action, the corresponding revenue schedules will also be updated:

Invoice Item

Invoice Item Adjustment

Credit Memo Item

Debit Memo Item

Note that you cannot update the accounting code of a taxation item.

Upload File Columns

The following table describes the columns supported in the upload file.

The Credit Memo Item and Debit Memo Item transaction types are only available if you enable the Invoice Settlement feature.

The Unapplied Payment Accounting Code and On-Account Accounting Code columns are only available if you enable the Invoice Settlement feature.

The Invoice Settlement feature is in Limited Availability. This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you wish to have access to the feature, submit a request at Zuora Global Support.

Column

Required?

Description

Group ID

Optional

ID of the group that the record belongs to. If a record with a Group ID fails, any subsequent records in that group will not be processed.

Type: string

Character limit: 255

Object Key

Required

ID or transaction number of the object whose accounting code you want to update.

The specified transaction must not be in a closed accounting period or included in a summary journal entry, otherwise, you will receive an error.